Ameriprise US | Client Service Associate

Key responsibilities

• As a Client Service Associate, you'll be both in an operations role and a client service role, while working directly and supporting the financial advisors on our team.
• Efficiently manage schedules and appointments for our team, scheduling client appointments and preparing agendas and forms for meetings, executing our client service system, while completing detailed tasks
• Deliver Exceptional Client Service: Handling incoming calls and troubleshooting issues, you'll ensure every client feels valued and supported.
• Coordinate with advisors to complete all required business processing and follow ups from meetings.
• Maintain files and records in accordance with the records retention policy.
• Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s).
• Provide insight and recommendations to effectively use key tools that help lead to results in practice.
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.

Requirements

• You should have at least 3 years of experience in client service or financial services.
• Exceptional verbal and written communication skills are essential, along with superior skills in all Microsoft Office applications.
• Team Player: Collaborate effectively with different groups and work styles, ensuring seamless teamwork.

Ameriprise US

Ameriprise US is an employer hiring in India. In its own words: "Get financial planning advice and retirement investment advice from Ameriprise financial advisors at ameriprise.com."

Its finance, accounts, audit and tax openings in India are mostly in Minneapolis, Allentown, Melville and Scottsdale.